March 2018 - John G. Ullman & Associates

Is Your 457 Plan Leaving Money On the Table?
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Is Your 457 Plan Leaving Money On the Table?

Investment Management, Retirement, The Blog @JGUA

Is Your 457 Plan Leaving Money On the Table?

By Andrew Baron, CFP®, Enrolled Agent|2019-01-10T11:44:57-05:00March 20th, 2018|Investment Management, Retirement, The Blog @JGUA|

Andrew Baron, CFP® Associate Advisor 457 plans, one of the lesser known retirement savings plans are a special kind of plan for non-profit organizations. The sponsor of the plan must be an employer that is either a state or local government entity or a qualifying 501(c)(3) organization. Federal employees are not covered under these plans [...]

JGUA In The News: An Interview with John G. Ullman as featured in The Wall Street Transcript

By JGUA Advisors|2019-01-10T11:45:12-05:00March 12th, 2018|The Blog @JGUA|

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Do you qualify to utilize a QCD?

By Brandi Graham, CTFA, CFP®|2019-01-10T11:45:18-05:00March 8th, 2018|Charitable Giving, Investment Management, Retirement, The Blog @JGUA|

If you do, reviewing your QCD strategy this Tax Season should be a priority... Kathryn W. Gerwig, CFP® Senior Advisor As you complete your 2017 income tax returns, keep in mind some tax provisions that will possibly be more important for 2018 and future years’ tax planning. In 2015, the Protecting Americans from Tax Hikes Act [...]